SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111 | -20.7% | 4,652 | -18.1% | 0.05% | -26.2% |
| Q2 2023 | $140 | -28.9% | 5,682 | -29.2% | 0.06% | -27.0% |
| Q1 2023 | $197 | +3.1% | 8,020 | -0.7% | 0.09% | -7.3% |
| Q4 2022 | $191 | -99.8% | 8,074 | +84.8% | 0.10% | +95.9% |
| Q3 2022 | $98,000 | +27.3% | 4,370 | +44.7% | 0.05% | +36.1% |
| Q2 2022 | $77,000 | +22.2% | 3,021 | +33.0% | 0.04% | +56.5% |
| Q1 2022 | $63,000 | +37.0% | 2,271 | +47.0% | 0.02% | +43.8% |
| Q4 2021 | $46,000 | -2.1% | 1,545 | +1.1% | 0.02% | -5.9% |
| Q3 2021 | $47,000 | +4.4% | 1,528 | +10.8% | 0.02% | +6.2% |
| Q2 2021 | $45,000 | +7.1% | 1,379 | +4.5% | 0.02% | 0.0% |
| Q1 2021 | $42,000 | -4.5% | 1,320 | -7.4% | 0.02% | -5.9% |
| Q4 2020 | $44,000 | +15.8% | 1,426 | +0.6% | 0.02% | +6.2% |
| Q3 2020 | $38,000 | -2.6% | 1,418 | -10.6% | 0.02% | -5.9% |
| Q2 2020 | $39,000 | +18.2% | 1,587 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $33,000 | -25.0% | 1,587 | -2.2% | 0.02% | 0.0% |
| Q4 2019 | $44,000 | +4.8% | 1,622 | -3.9% | 0.02% | 0.0% |
| Q3 2019 | $42,000 | -6.7% | 1,688 | -0.7% | 0.02% | -10.0% |
| Q2 2019 | $45,000 | -2.2% | 1,700 | -3.7% | 0.02% | +5.3% |
| Q1 2019 | $46,000 | +9.5% | 1,765 | -0.5% | 0.02% | -5.0% |
| Q4 2018 | $42,000 | 0.0% | 1,773 | +8.7% | 0.02% | +17.6% |
| Q3 2018 | $42,000 | 0.0% | 1,631 | +1.2% | 0.02% | 0.0% |
| Q2 2018 | $42,000 | +31.2% | 1,611 | +43.7% | 0.02% | +21.4% |
| Q1 2018 | $32,000 | +113.3% | 1,121 | +107.2% | 0.01% | +133.3% |
| Q4 2017 | $15,000 | +36.4% | 541 | +30.7% | 0.01% | +20.0% |
| Q3 2017 | $11,000 | – | 414 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
| Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
| Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
| Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
| Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
| BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
| Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
| Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |